One of the most rewarding and biggest achievements of Travis Sholin’s career to date is being able to help 100 business owners, 40 of whom are first-generation immigrants in the United States.
“We're very proud of that and it's all through referrals,” the CEO and family wealth advisor at Nebraska-based Keystone Financial Services says. “They needed someone they could trust and we've been that beacon in our community. We've got a good reputation for that.”
Building that reputation has certainly paid off as Sholin is being recognized for as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.
Sholin’s niche serving small business owners is a reward of itself as he’s able to help the extremely successful, multi-million-dollar clients make smart financial decisions. “They have no idea what to do with [all the money] or who to trust. Building that trust and helping them is extremely rewarding.
“This is not just about money for us, our hearts are in this wholeheartedly. Our clients, our family, we care about them like they're our own. And it means a lot for us to do that.”
While the firm may be growing fast, he highlights he wants to grow responsibly. Part of this responsibility means taking other junior advisors under his wing.
“We offer a place for people to come, no matter where they are. We meet them where they're at. We help them get started and we show them the long-term game,” he says. “We do a lot of education in the community, whether it's teaching at universities, or speaking to nonprofits about financial literacy and basic education.”
When he’s not at the firm, you can find him teaching part-time at Creighton University and the University of Nebraska at Omaha. He believes educating and training the next generation is of upmost importance and having practitioners in the classroom helps diversify their education experience.
At the end of the day, he says financial advisors are educators. “We're out there educating our community, to the best of our ability so that they can become successful and understand what's going on with business and finance, regardless of net worth.”
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
